Acm Research Inc (ACMR)vsTeradyne Inc (TER)
ACMR
Acm Research Inc
$39.26
-11.52%
TECHNOLOGY · Cap: $3.69B
TER
Teradyne Inc
$250.99
-15.24%
TECHNOLOGY · Cap: $42.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 382% more annual revenue ($5.00B vs $1.04B). TER leads profitability with a 27.5% profit margin vs 14.5%. ACMR trades at a lower P/E of 25.0x. TER earns a higher WallStSmart Score of 79/100 (B+).
ACMR
Strong Buy67
out of 100
Grade: B-
TER
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$116.36
Current Price
$39.26
$77.10 discount
Intrinsic value data unavailable for TER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Strong operational efficiency at 30.9%
Revenue surging 69.8% year-over-year
Earnings expanding 189.3% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 10.6x book value
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : TER
The strongest argument for TER centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 27.5% and operating margin at 30.9%. Revenue growth of 69.8% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : TER
The primary concerns for TER are P/E Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
ACMR carries more volatility with a beta of 2.09 — expect wider price swings.
TER is growing revenue faster at 69.8% — sustainability is the question.
TER generates stronger free cash flow (378M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (79/100 vs 67/100), backed by strong 27.5% margins and 69.8% revenue growth. ACMR offers better value entry with a 66.2% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acm Research Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ACM Research, Inc. develops, manufactures and sells single wafer wet cleaning equipment to improve the manufacturing process and performance of embedded chips globally. The company is headquartered in Fremont, California.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
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